← SSMS · SSMS · Stone Shop Management System · 试用说明SSMS · Stone Shop Management System · Trial guide

一个台面订单，从接单到收完尾款One countertop job, from first call to final payment

SSMS 由两部分组成：办公室用的网页版，和量尺员带去现场的 Windows 平板程序。两边自动同步，同一个订单在系统里一路往前走，每一步谁做、在哪里做、系统自动做了什么，下面一段一段说明。SSMS has two parts: a web system for the office and a Windows tablet app the measurer takes on site. The two sync automatically, so one job moves forward through a single record. Below, each step shows who does it, where, and what the system does on its own.

两部分The two parts

网页版 · 办公室Web · office

订单、采购、库存、生产、安装收款Orders, purchasing, stock, production, install & payment

电脑和手机浏览器都能用，不用装软件。每家公司一个独立网站、独立数据库。Works in any browser on a computer or phone, nothing to install. Each company gets its own site and its own database.

  • 首页：未完成订单、营业额、利润、待收款、待测量Home: open jobs, revenue, profit, money owed, jobs to measure
  • 日历：测量和安装日程Calendar: measuring and install schedule
  • 石头库：照片、材质、供应商、在库片数Stone library: photos, material, supplier, slabs in stock
平板程序 · 现场Tablet app · on site

量尺、画图、复核、给客户看效果Measure, draw, double-check, show the customer

装在 Windows 平板（如 Surface）上，用笔和手指操作。没网也能量，回到有网的地方自动上传。Runs on a Windows tablet such as a Surface, with pen and touch. It works offline and uploads by itself once back online.

  • 待量尺列表、今天的路线、一键导航Jobs to measure, today's route, one-tap navigation
  • 选石头、厨房效果图、对纹排板、三维预览Stone picker, kitchen preview, vein layout, 3D view
  • 打印客户联 / 工厂联，导出锯机 DXFCustomer and factory reports, saw-ready DXF

订单的 6 段The 6 job stages

订单页顶上有一条 6 段进度条，下面写着下一步谁做什么。每段里是原来的状态（订单列表、日历还是按状态筛选）。颜色：蓝 = 办公室，绿 = 现场平板，金 = 完成。The job page shows a 6-stage progress bar with what to do next. Each stage holds one or two job statuses (the job list and calendar still filter by status). Blue = office, green = tablet on site, gold = done.

1接单Take the job资料准备Job documents preparation
2量尺Measure待测量Ready to measure
3备料Material量尺完成，待订材料 · 材料和水槽已订Measured, need to order material · Material and sink ordered
4生产Production开工，生产中 · 做完，等安装Start work, in production · Finished, waiting for install
5安装收款Install & pay装完，待收尾款Installed, collect funds
6完成Done订单完成，结算成本和利润Job complete, cost and profit settled

一步一步Step by step

1

接单、建客户和订单Take the job: customer and order

状态：资料准备Status: Job documents preparation
销售 / 办公室 · 网页版Sales / office · web
  • 新建客户（承包商要填每个订单的施工地址），再新建订单：类型（厨房、浴室台、吧台……）、石头、边型、挡水、水槽、价格、定金。Add the customer (contractors enter a site address per job), then the job: type (kitchen, vanity, bar…), stone, edge, backsplash, sinks, price, deposit.
  • 客户发来的测量草图可以上传，让 AI 读出台面尺寸和开孔；读完列出来给人核对，点“应用”才填进去。Upload the customer's sketch and AI reads out the pieces and cut-outs. It lists what it read for you to check; nothing is filled in until you click Apply.
  • 订单的 PDF、照片、图纸都放在订单的“文件”页，手机可以直接拍照上传。PDFs, photos and drawings live on the job's Files page; phones can upload photos straight from the camera.
2

安排量尺Book the measurement

状态：待测量Status: Ready to measure
办公室 · 网页版Office · web可选：AI 电话Optional: AI phone call
  • 在订单上填量尺日期和时间段（比如 09:00–12:00）、量尺员。Set the measuring date, time window (for example 09:00–12:00) and measurer on the job.
  • 可以让 AI 打电话给客户约时间：AI 开头会说明自己是自动助手，只谈上门时间；客户说的时间作为草稿显示，办公室点“保存”才生效。Optionally let AI call the customer to book a time. It says up front that it is an automated assistant and only talks about the visit; the time the customer gives shows as a draft and only counts once the office clicks Save.
自动：Automatic: 在日历上排了量尺日期，订单自己变成“待测量”，并出现在量尺员平板的“待量尺”列表里，带地址、电话、石头和时间段。once the measuring visit is booked on the calendar, the job moves to Ready to measure by itself and appears in the measurer's “To measure” list on the tablet, with address, phone, stone and time window.
3

现场量尺Measure on site

状态：待测量 → 量尺完成，待订材料Status: Ready to measure → Measured, need to order material
量尺员 · 平板Measurer · tablet
  • 出门前点“同步”，看“今天的路线”（按路程排好顺序），每个活一键导航、打电话。Tap Sync before leaving and open Today's route (sorted by distance); each job has one-tap navigation and call.
  • 点“新建客户项目并载入信息”：客户、地址、订单号、石头、量尺员自动填好。Tap “New project from this job”: customer, address, job number, stone and measurer are filled in.
  • 现场画台面（模板、矩形、直线），点尺寸改数字，加水槽和灶台开孔、插座孔、边型、墙角不正的偏移、现场照片。Draw the pieces (templates, rectangles, lines), tap a dimension to change it, add sink and cooktop cut-outs, outlets, edge profiles, out-of-square corners and site photos.
  • 给客户看：从石头库选石头，生成厨房效果图；对纹排板和三维预览看纹路怎么走。Show the customer: pick a stone from the library, make a kitchen preview, and use vein layout and the 3D view to see how the veins run.
  • “项目信息”填必填项（厚度、水槽谁提供、炉灶……），再“复核”一块一块过一遍大字尺寸，可以用语音“下一块”。Fill the required items in Job info (thickness, who supplies the sink, cooktop…), then Review each piece with large dimensions; voice commands like “next” work here.
  • 点“量完了”：先检查缺什么，再上传。Tap Measured: it checks what is missing, then uploads.
自动：Automatic: 图纸、量尺结果（尺寸、面积、边型、厚度、备注）、效果图、对纹图、现场照片、客户联 / 工厂联 / 量尺摘要 PDF 和 DXF 传到这个订单，订单页出一条黄条；办公室看过点“写进订单”，订单变成“量尺完成，待订材料”。没网时先排队，有网自动补传。the drawing, measurements (sizes, area, edges, thickness, notes), previews, vein layout, site photos, the customer / factory / summary PDFs and the DXF go to the job and a yellow bar appears on the job page; once the office checks it and clicks Apply to job, the status becomes Measured, need to order material. Offline uploads wait in a queue and go out once online.
4

算料、报价、出 DXFMaterial, quote and DXF

状态：量尺完成，待订材料Status: Measured, need to order material
办公室 · 网页版Office · web
  • “用料估算”按板的尺寸（石英石默认 123″ × 62″）、锯缝、板边废料算要几块板，画出每块板怎么摆；可以设纹理方向、同板组、指定第几块板。The material estimate uses the slab size (quartz defaults to 123″ × 62″), saw kerf and edge waste to work out how many slabs to buy and draws each layout; you can set grain direction, same-slab groups or a specific slab.
  • 面积一键更新到订单价格；生成给客户的报价单 PDF。Push the area into the job price with one click; create the customer quote PDF.
  • 生成锯机用的厨房 DXF：盆从盆库选（用的是你上传的原始 DXF），开孔离边不到 3″ 会红字提醒。Create the kitchen DXF for the saw: sinks come from the sink library (your original DXF files), and a cut-out closer than 3″ to an edge is flagged in red.
  • 订单页的“加工准备清单”自动列出开工前还缺什么。The job's Ready-for-production checklist lists what is still missing before work starts.
5

订材料和水槽Order stone and sinks

状态：材料和水槽已订Status: Material and sink ordered
采购 / 办公室 · 网页版Purchasing / office · web
  • 给供应商开采购单（PDF 存在订单文件夹），写预计到货日期。库存里有的石板直接分配给这个订单。Raise a purchase order to the supplier (the PDF is saved with the job) with an expected delivery date. Slabs already in stock are allocated to the job.
  • “采购”页：过了到货日没收到的标红，7 天内到的标“快到了”；收货、付款、入库都在这里点。Purchases page: late POs turn red, ones due within 7 days say Due soon; receive, pay and add to stock right there.
  • “按供应商汇总”看每家在途和欠款；不挂订单的补库存采购单也在这里开。By vendor shows what is in transit and owed per supplier; stock re-order POs without a job are raised here too.
自动：Automatic: 给这个订单开了采购单，或从库存分配了石板，订单自己从“量尺完成，待订材料”变成“材料和水槽已订”。raising a purchase order for the job, or allocating slabs from stock, moves it from Measured, need to order material to Material and sink ordered.
6

工厂加工Fabrication

状态：开工，生产中 → 做完，等安装Status: Start work, in production → Finished, waiting for install
办公室开工 · 管工点“做完” · 网页版Office starts · foreman marks finished · web
  • “生产”页按安装日期排：快要装还没做完的标红，等补料的标黄。“开工”“做完”在这一页直接点，工人不用操作系统。The Production page sorts by install date: red = install soon and not finished, yellow = waiting for replacement stone. Start work and Finished are clicked right there; workers don't need to touch the system.
  • 已订材料、分到了石板、采购单都收货了、不在等补料的单子，生产页标“料齐，可以开工”。Jobs that are ordered, have their slabs allocated, all POs received and no replacement pending are tagged Ready to start on the Production page.
  • 管工在订单页下载工厂联、挡水工单和 DXF。管工账号看不到任何金额。The foreman downloads the factory report, backsplash work order and DXF from the job. Foreman accounts never see money.
  • 做坏了记废料：选哪块板、拍照，系统提示库里有没有同款可换、赶不赶得上安装，并起草给客户的通知（不会自动发）。Record a broken piece: pick the slab and take a photo. The system shows whether the same stone is in stock, whether the install date is at risk, and drafts a note to the customer (never sent automatically).
7

安装和收款Install and collect payment

状态：装完，待收尾款Status: Installed, collect funds
销售 / 办公室 · 网页版Sales / office · web装完后量全高挡水 · 平板Full-height backsplash after install · tablet
  • “安装收款”页按日期或安装队分组；“安装队路线”按天列出每队的地址、距离和导航，可以复制成短信发给安装队。Install & pay groups jobs by date or crew; Crew routes lists each crew's stops, distances and navigation per day, ready to copy into a text message.
  • “装完了”记日期、问题和照片；收款可以分几笔记，记错了作废。安装队不用登录系统。Installed records the date, any issues and photos; payments can be recorded in several parts and voided if wrong. Install crews don't need to sign in.
  • 全高挡水在厨房装好后再量：平板用同一张图纸接着量、再上传。Full-height backsplash is measured after install: the tablet continues on the same drawing and uploads again.
8

完成订单Complete the job

状态：订单完成Status: Job complete
管理员 / 销售 · 网页版Administrator / sales · web
  • 收齐款后点“完成订单”：一起结算成本、利润和库存，面积和价格锁定。首页的营业额、利润按这些算。Once paid in full, click Complete job: cost, profit and stock are settled together and the area and price are locked. The home page revenue and profit come from these.
  • 删除订单是放进回收站，数据和文件都保留，管理员可以恢复。Deleting a job moves it to the recycle bin with its data and files kept; an administrator can restore it.

AI 在系统里怎么用How AI is used

AI 只提建议、起草稿，改数据一定要人确认。AI suggests and drafts. Any change to your data needs a person to confirm it.

AI 助手AI assistant

右下角，用一句话问：这一单还缺什么、哪些材料没到、今天要盯什么、谁还欠尾款。只读，不改任何数据；量尺员和管工不能用。Bottom-right corner. Ask in plain words: what this job still needs, which materials are late, what to watch today, who still owes money. Read-only; measurers and foremen cannot use it.

超级 AI（只给管理员）Super AI (administrators only)

能查全部数据：今年每月接了多少单、哪些老客户一年没下单、从量尺到安装平均几天。回答附表格、图和“查了什么”，可以核对。只能看不能改，看不到密码和密钥。Searches all your data: jobs per month this year, old customers who stopped ordering, average days from measure to install. Answers come with a table, a chart and what it looked up. It can read but never change data, and cannot see passwords or keys.

现场 AI（平板，可选）On-site AI (tablet, optional)

厨房效果图、对纹排板建议、给客户的邮件草稿、语音输入。每一项第一次用都要先同意，说明会发什么出去；不发客户电话和邮箱。Kitchen previews, vein layout suggestions, customer email drafts and voice input. Each asks for consent the first time and says what is sent; customer phone numbers and emails are not sent.

账号和角色Accounts and roles

每个人一个账号，管理员在“设置 → 用户”里加人、选角色。Everyone gets their own account; an administrator adds people and picks roles under Settings → Users.

角色Role能做什么What they can do
管理员Administrator (Admin)全部功能，包括设置、用户、删除订单和回收站、超级 AI。Everything, including settings, users, deleting jobs and the recycle bin, and the Super AI.
销售Sales (Sales)客户、订单、报价、DXF、日历、开工、安装收款、收款、完成订单，AI 助手，AI 电话约量尺。Customers, jobs, quotes, DXF, calendar, start work, install & pay, payments, completing jobs, the AI assistant and AI booking calls.
采购Purchasing (Purchasing)采购单、收货、付款、补库存、供应商；订单只能看。Purchase orders, receiving, paying, stock re-orders and suppliers; jobs are view-only.
库存Inventory (Inventory)入库、材料名称和库位、石头库（不含价钱），给订单分配材料。Adding stock, material names and locations, the stone library (without prices), allocating material to jobs.
只读Viewer (Viewer)订单、客户、库存都只能看，可以用 AI 助手。Can view jobs, customers and stock, and use the AI assistant; cannot change anything.
管工Foreman (Foreman)只看订单列表和订单页；点“做完，等安装”、记废料、下载工厂联和 DXF。看不到任何金额，不能用 AI 助手。Sees only the job list and job pages; marks Finished, waiting for install, records breakage, downloads factory reports and DXF. Sees no money and cannot use the AI assistant.
量尺员Measurer (Measure)在平板上登录，拿到派给自己的和还没派的活，量完上传；网页上只看派给自己的单，看不到金额。Signs in on the tablet, gets jobs assigned to them or not yet assigned, uploads when done; on the web sees only their own jobs, without money.

试用部署：需要准备什么Trial setup: what to prepare

试用用的是贵公司自己的网站和数据库，和别的公司完全分开。The trial runs on your own site and database, fully separate from any other company.

我们负责We provide
  1. 贵公司专用的网站地址和管理员账号Your own web address and an administrator account
  2. 平板程序安装包，以及平板连接网站的设置The tablet app installer and its connection to your site
  3. 把石头照片批量导入石头库Bulk import of your stone photos into the stone library
  4. 现场培训：办公室流程一次，量尺员平板一次On-site training: once for the office, once for measurers on the tablet
贵公司准备You prepare
  1. 公司名称、地址、logoCompany name, address, logo（印在报告和报价单上） (printed on reports and quotes)
  2. 用户名单：每人的名字、邮箱、角色User list: name, email and role for each person
  3. 供应商名单：名称、联系人、电话Supplier list: name, contact, phone
  4. 石头照片：每家供应商一个文件夹，文件名写石头名称Stone photos: one folder per supplier, each file named after the stone
  5. 常用水槽的 DXF 开孔文件DXF cut-out files for the sinks you use
  6. 安装队名单Install crew names
  7. 一台 Windows 平板（Surface 一类）给量尺员A Windows tablet (Surface or similar) for measuring
  8. 可选：AI 功能要用的 API 密钥（Claude、Gemini 等），由贵公司自己申请，在设置页里输入，加密保存Optional: API keys for the AI features (Claude, Gemini, etc.), opened by you and entered on the settings page, stored encrypted